See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,806 | $56,277-25.7% | $80,975-48.4% | $62,891-33.5% |
| Participation rate | 81.1% | 69.0%+12.2pp | 75.8%+5.3pp | 69.3%+11.8pp |
| Annual return | 8.20% | 22.12%-13.9pp | 17.10%-8.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,862 | $4,195+111.3% | $5,696+55.6% | $3,203+176.7% |
| Admin fee / account holder | $5,901 | $3,741+57.8% | $5,516+7.0% | $4,296+37.4% |